Job Title: Junior Financial Advisor
Job Description: We are seeking a dynamic and motivated Junior Financial Advisor to join our team. In this role, you will work closely with senior advisors to assist clients in achieving their financial goals and objectives. Your responsibilities will include conducting financial analyses, creating investment plans, and providing personalized financial advice.
Key Responsibilities:
- Assist senior advisors in developing comprehensive financial plans for clients.
- Conduct financial analyses to assess clients' financial status and goals.
- Recommend investment strategies and solutions to help clients achieve their objectives.
- Educate clients on investment opportunities, risks, and market trends.
- Prepare financial reports and presentations for client meetings.
- Monitor financial markets and stay updated on industry trends.
- Provide administrative support to senior advisors as needed.
Skills and Qualifications:
- Bachelor’s degree in finance, Business Administration, Economics, or a related field.
- Strong analytical and problem-solving skills.
- Excellent verbal and written communication abilities.
- Detail-oriented with a high level of accuracy.
- Ability to work collaboratively in a team environment.
- Proficiency in financial software and tools (e.g., Excel, financial modeling software).
- Knowledge of financial regulations and compliance standards.
Why Join Us: This position offers a unique opportunity to gain hands-on experience in the financial advisory field under the mentorship of seasoned professionals. We provide a supportive and collaborative work environment where your contributions are valued and your career development is encouraged.
If you are passionate about finance and helping clients secure their financial futures, we invite you to apply for this exciting opportunity as a Junior Financial Advisor.
Job Type: Full-time
Pay: $83,000.00 - $100,000.00 per year
Benefits:
- 401(k)
- Financial planning services
- Flexible schedule
- Health insurance
- Life insurance
- Retirement plan
Compensation package:
- 1099 contract
- Bonus opportunities
- Commission only
- Commission pay
- Profit sharing
Weekly schedule:
Work setting:
- In-person
- In the field
- Office
Experience:
- Financial concepts: 1 year (Preferred)
Ability to Commute:
- Anthem, AZ 85086 (Preferred)
Ability to Relocate:
- Anthem, AZ 85086: Relocate before starting work (Required)
Work Location: In person